Both Sides of the Table

JUNE 22, 2011

They have seen one side of a market where many of us have seen the ebb and flow multiple times. Still, market amnesia by ordinarily rational actors always surprises me. I believe a bubble occurs when a market is willing to pay greater than intrinsic value for an asset class. I spoke about a lot of things during the keynote.

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The Equity Kicker

SEPTEMBER 25, 2015

They drew on a contest run by American spies in the wake of the Iraq debacle: Begun in 2011, it posed hundreds of geopolitical questions (“Will Saudi Arabia agree to OPEC production cuts in November 2014?” for instance) to thousands of volunteer participants. Their performance was consistently impressive. hungry for information.

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Feld Thoughts

JULY 23, 2015

In December, 1985, Saudi Arabia flooded the market for oil and by the end of 1986 the price of a barrel of oil was around $10. In the Internet bubble, while I kept this lesson in the back of my mind, I ended up suspending disbelief, like so many others, in 2000 and into the spring of 2001. Their phones stopped ringing.

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VC Cafe

MARCH 20, 2011

In 2010 not "very smart" feature phones - handsets that are dumber than smartphones - comprised over 75 percent of the mobile market. Snaptu is a fast-growing application for feature-phones (or not-so-smart phones) which serves as a mini-app store for WAP-Internet phones. source: [link].

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